--- title: Date Ranges and Forecast Inclusion description: Set your date ranges and which fund types to include in the Forecast --- [Skip to content](https://knowledge.govividly.com/date-ranges-and-forecast-inclusion#main-content) [Submit a Support Ticket](https://knowledge.govividly.com/kb-tickets/new?hsLang=en) [Open the Vividly portal](https://knowledge.govividly.com/support?hsLang=en) [![hubspot\_survey\_logo\_vividly-4](https://knowledge.govividly.com/hs-fs/hubfs/hubspot_survey_logo_vividly-4.png?width=150&height=32&name=hubspot_survey_logo_vividly-4.png)](https://knowledge.govividly.com/?hsLang=en) Open main navigation Close main navigation - [Submit a Support Ticket](https://knowledge.govividly.com/kb-tickets/new) - [Open the Vividly portal](https://knowledge.govividly.com/support) Search the Vividly Knowledge Base - There are no suggestions because the search field is empty. 1. [Vividly Knowledge Base](https://knowledge.govividly.com/?hsLang=en) 2. [Insights](https://knowledge.govividly.com/insights?hsLang=en) 3. [Forecast](https://knowledge.govividly.com/insights?hsLang=en#forecast) January 28, 2026 # Date Ranges and Forecast Inclusion ## Set your date ranges and which fund types to include in the Forecast.  ![](https://knowledge.govividly.com/hs-fs/hubfs/undefined-Oct-29-2025-06-06-53-2052-PM.png?width=670&height=127&name=undefined-Oct-29-2025-06-06-53-2052-PM.png) 1. Navigate and click the account button. 2. Click on “Account Settings” button \> “Forecast” tab \> “Parameters” tab. 3. Go to “Date ranges and forecast inclusion” section. 4. **To set up the forecast inclusion:** Check or uncheck the “include in Forecast” checkbox at the same level of the fund type. If checked, it’s included. Otherwise, it isn’t. 5. **To set up the date ranges:** Click on the dropdown found in the “Date range” column and select any of the available options: Buy-in or In-store. - [Release Notes](https://knowledge.govividly.com/release-notes?hsLang=en) - [Business](https://knowledge.govividly.com/business?hsLang=en#main-content) - [Revenue Dollars](https://knowledge.govividly.com/business?hsLang=en#revenue-dollars) - [Point-of-Sale (POS) Data](https://knowledge.govividly.com/business?hsLang=en#point-of-sale-pos-data) - [Deductions Spend](https://knowledge.govividly.com/business?hsLang=en#deductions-spend) - [Deductions Reconciliation - Getting Started](https://knowledge.govividly.com/business?hsLang=en#deductions-reconciliation-getting-started) - [Deductions Reconciliation - Working Deductions & Automation](https://knowledge.govividly.com/business?hsLang=en#deductions-reconciliation-working-deductions-automation) - [Deductions Reconciliation - Sales Review & Disputes](https://knowledge.govividly.com/business?hsLang=en#deductions-reconciliation-sales-review-disputes) - 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